Morningstar

Franklin U.S. Opportunities Fund A(acc)HKD


LU0708995401
  • NAV / 1-Day Return
    49.85 / -0.22%
  • Total Assets
    60.5 Bil
  • Adj. Expense Ratio
    —
  • Expense Ratio
    —
  • Fee Level
    Above Average
  • Load
    Multiple
  • Category
    EAA Fund US Large-Cap Growth Equity
  • Investment Style
    Large Growth
  • Minimum Initial Investment
    —
  • Status
    Open
  • SEC Yield / TTM Yield
    — / 0.00%
  • Turnover
    -5%
HKD | NAV as of Feb 12, 2025 | 1-Day Return as of Feb 12, 2025, 8:00 AM GMT+8

Performance

Growth of 10,000

Trailing Returns

Total Return %
1-Day
1-Week
1-Month
3-Month
YTD
1-Year
3-Year
5-Year
10-Year
15-Year
Earliest Available
Investment -0.22 0.04 5.28 1.07 5.01 18.32 9.84 11.40 11.87 — 12.94
Category -0.48 0.15 4.06 3.14 3.94 20.28 10.04 12.81 13.12 13.45 —
Index -0.26 -0.05 3.43 2.63 3.24 26.13 14.12 15.82 14.84 15.65 —
Quartile Rank——
Percentile Rank 27 62 16 70 21 65 56 72 72 — —
# of Invest. in Cat. 409 409 400 398 400 372 337 283 170 129 —
HKD |
Investment return as of Feb 12, 2025 |
Category: US Large-Cap Growth Equity as of Feb 12, 2025 |
Index: Morningstar US LM Brd Growth NR USD as of Feb 12, 2025 |
Earliest Available Dec 02, 2011 |
Time periods greater than 1 year are annualized

Related

ETF Observer
4 ETFs for Exposure to India Stocks
These gold-and-silver rated exchange traded funds include a large-cap, a small-cap, and a quality-factor strategy, as well as one that  excludes ...
image
Kate Lin
ESG Investing
Just Eight Fund Houses Earned Top Marks For ESG in Our Study
UBS may be cheering bumper profits, but our ESG analysts say it has a bit of a problem with its ESG commitment levels 
Scores
Mahi Roy
Equity Research & Insights
Chinese Baijiu: Luzhou Laojiao is Our Top Pick
After its recent underperformance, what will drive the Chinese white liquor sector?
image
Kate Lin
ETF Observer
U.S. ETFs With the Biggest Silicon Valley Bank Exposure
ETFs focused on regional banks were most exposed to Silicon Valley Bank stock.
image
Katherine Lynch
ETF Watch
Asia ETF Roundup (Industry) – April 2022
More Chinese ADRs identified under the Holding Foreign Companies Accountable Act (“HFCAA”) 
image
Jackie Choy, CFA
Fund Rating News
Morningstar Fund Ratings Round-up
In this round-up, we unveil the latest upgrades and downgrades from Morningstar's analysts.
image
Kate Lin
Fund Analysis
Top Performing Mutual Funds in Hong Kong and Singapore
Energy stocks gained steam while Greater China equity funds suffered.
image
Kate Lin
ETF Watch
Asia ETF Roundup (Industry) – August 2021
Hang Seng Index increases to 60 constituents
image
Jackie Choy, CFA
ETF Watch
Asia ETF Roundup (Industry) – May 2021
Biden amends Executive Order; HSI increases number of constituents to 58; ChinaAMC Taking Over Manager Role for BMO’s Hong Kong-listed ETFs; Sha...
ETF Industry Roundup
Jackie Choy, CFA
Methodology
Morningstar Steps Up ESG Coverage
The second cohort of funds have been assessed under the Morningstar ESG Commitment Level
Morningstar ESG commitment level
Hortense Bioy
© Copyright 2025 Morningstar Asia Ltd. All rights reserved.

Terms of Use        Privacy Policy       Disclosures

Select Your Site Edition To make sure the site is relevant to you, we need to know if you’re an individual investor or a financial professional.